Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHD) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 HIGH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.21% |
$282 - $304
|
2.89K
$140K
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5+ 0.12% |
$235 - $253
|
4.23K
$205K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4+ 0.07% |
$188 - $203
|
5.94K
$287K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.95% |
$188 - $203
|
423
$20.4K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.09% |
$141 - $152
|
3.17K
$153K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$141 - $152
|
3
$145
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.41% |
$141 - $152
|
743
$35.9K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.05% |
$94.2 - $101
|
4.07K
$197K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.29% |
$94.2 - $101
|
690
$33.3K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.68% |
$94.2 - $101
|
297
$14.3K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.02% |
$47.1 - $50.7
|
6.62K
$320K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.42% |
$47.1 - $50.7
|
237
$11.4K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$47.1 - $50.7
|
24.1K
$1.16M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.08% |
$94.2 - $101
|
2.4K
$116K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.48% |
$989 - $1.06K
|
4.34K
$210K
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-33- 0.66% |
$1.55K - $1.67K
|
4.95K
$239K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.72% |
$1.88K - $2.03K
|
5.52K
$267K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-47- 3.07% |
$2.21K - $2.38K
|
1.49K
$71.7K
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-51- 15.55% |
$2.4K - $2.58K
|
277
$13.4K
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-67- 0.72% |
$3.15K - $3.39K
|
9.26K
$447K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-72- 3.24% |
$3.39K - $3.65K
|
2.15K
$104K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-82- 1.52% |
$3.86K - $4.15K
|
5.3K
$256K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-83- 0.85% |
$3.91K - $4.21K
|
9.7K
$469K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-92- 2.17% |
$4.33K - $4.66K
|
4.15K
$200K
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-95- 2.12% |
$4.47K - $4.81K
|
4.38K
$211K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 10.89% |
$4.61K - $4.97K
|
802
$38.7K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-110- 1.83% |
$5.18K - $5.57K
|
5.91K
$285K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-143- 2.83% |
$6.73K - $7.25K
|
4.91K
$237K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-151- 0.6% |
$7.11K - $7.65K
|
24.9K
$1.2M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-162- 4.08% |
$7.63K - $8.21K
|
3.81K
$184K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-163- 7.19% |
$7.67K - $8.26K
|
2.11K
$102K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-168- 5.42% |
$7.91K - $8.51K
|
2.93K
$141K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-186- 2.28% |
$8.76K - $9.42K
|
7.98K
$385K
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-200- 2.99% |
$9.42K - $10.1K
|
6.5K
$314K
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-205- 1.87% |
$9.65K - $10.4K
|
10.8K
$521K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-227- 1.1% |
$10.7K - $11.5K
|
20.4K
$988K
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-243- 2.0% |
$11.4K - $12.3K
|
11.9K
$576K
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-305- 2.1% |
$14.4K - $15.5K
|
14.2K
$686K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-331- 2.13% |
$15.6K - $16.8K
|
15.2K
$734K
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-371- 8.15% |
$17.5K - $18.8K
|
4.18K
$202K
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-412- 4.83% |
$19.4K - $20.9K
|
8.12K
$392K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-441- 3.01% |
$20.8K - $22.3K
|
14.2K
$686K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-484- 10.76% |
$22.8K - $24.5K
|
4.02K
$194K
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-499- 90.4% |
$23.5K - $25.3K
|
53
$2.56K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-500- 4.46% |
$23.5K - $25.3K
|
10.7K
$517K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-507- 2.6% |
$23.9K - $25.7K
|
19K
$917K
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-540- 3.72% |
$25.4K - $27.4K
|
14K
$676K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-593- 11.84% |
$27.9K - $30K
|
4.42K
$213K
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-620- 0.89% |
$29.2K - $31.4K
|
69.3K
$3.35M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-640- 98.01% |
$30.1K - $32.4K
|
13
$628
|